Specialty foundry capacity and long-term agreements
Value-chain sector
Foundries
Leading-edge and specialty semiconductor manufacturing capacity.
Coverage universe
Foundries companies
Open a company feed for recent official-source headlines or start tracking an individual ticker.
Latest signals
Recent sector headlines
Recent investor-relevant alerts drawn from official company and SEC sources.
TSMC reports June 2026 net revenue of NT$442.68B, up 67.9% YoY
TSMC reported June 2026 consolidated net revenue of NT$442.68 billion, an increase of 6.2% from May 2026 and 67.9% from June 2025. Revenue for January through June 2026 totaled NT$2,404.48 billion, an increase of 35.6% compared to the same period in 2025. The filing also disclosed monthly funds lent, endorsements and guarantees, and financial derivative transaction positions for June 2026.
TSMC Form 6-K reports May 2026 monthly corporate actions including board-approved capital appropriations and new unsecured bond tranches
TSMC filed a Form 6-K monthly report covering May 2026 corporate actions, including board-approved capital appropriations of US$31,284 million, issuance of two new unsecured bond tranches totaling NT$18.4 billion under issuance series 115-2, NT$24.6 billion in fixed-income investment acquisitions, NT$24.7 billion in equity investment dispositions, and cancellation of 154,454 reclaimed employee restricted stock shares.
TSMC reports May 2026 revenue of NT$416.98B, up 30.1% YoY; Jan-May cumulative up 30.0% YoY
TSMC reported May 2026 consolidated net revenue of NT$416.98 billion, up 30.1% year-over-year and up 1.5% month-over-month, tracking in line with the company's raised full-year 2026 revenue growth guidance of 'above 30%' in USD disclosed in the April 16, 2026 filing. Year-to-date January through May 2026 revenue reached NT$1,961.80 billion, up 30.0% versus NT$1,509.34 billion in the same period of 2025. The monthly revenue report does not include new quarterly or full-year guidance; it also discloses routine mon...
GFS Q1 2026 Net revenue $1,634 million, Beat Guidance by +$9.0M
GFS beat prior Q1 2026 Net revenue guidance by +$9.0M. Revenue of $1,634M exceeded the $1,625M midpoint (+$9M, +0.6%), non-IFRS gross margin of 29.0% beat the 27.0% midpoint (+200bps), and non-IFRS operating margin of 16.6% beat the 13.2% midpoint (+340bps). Non-IFRS net income rose 20% YoY to $227M. For Q2 2026, the company guided net revenue of $1,760M ± $25M and non-IFRS diluted EPS of $0.43 ± $0.05, implying 18% YoY growth at midpoint.
GlobalFoundries closes secondary offering of 27.3 million shares by Mubadala; Company repurchases 7.3 million shares for approximately $300 million
GlobalFoundries Inc. closed a secondary offering of 27,344,840 ordinary shares on March 13, 2026, with 20,000,000 shares sold to the public at $42.00 per share and 7,344,840 shares repurchased by the Company at $40.8450 per share; the Selling Shareholder, Mubadala Technology Investment Company, received all offering proceeds and the Company will not receive any proceeds from the offering. The Company executed a share repurchase of approximately $300 million as part of a $500 million share repurchase authorizatio...
GlobalFoundries announces secondary offering of 20 million shares and concurrent $300 million share repurchase
Mubadala Technology Investment Company priced a secondary public offering of 20,000,000 GlobalFoundries ordinary shares at $42.00 per share. Concurrently, GlobalFoundries agreed to repurchase $300 million of shares from the underwriters at the offering price, funded by cash on hand, as part of the $500 million share repurchase authorization approved by the Board in February 2026. The offering is expected to close on March 13, 2026, subject to customary closing conditions, with the share repurchase closing substa...
Daily sector context
Follow the companies, then get the wider semiconductor picture.
The Semiconductor Daily adds overnight Asia coverage, industry news, and memory pricing to TickerStar's official company alerts.